Ermetis Choose a time

The samples

You can watch the system working before you talk to us.

None of these is client work. The samples run on two companies we made up: Holcombe Mechanical, a contractor, and Whitlow Ferris Partners, a consulting firm. Each company's samples share one memory. The comparison on the home page replays real answers from a memory system we built; the workflow samples are drawn walkthroughs of how each one runs, with the app screens illustrated.

The quote drafter, walked through by itself.

A bid request arrives in a shared inbox, the drafter prices the job and cites the record behind every number, and an estimator approves it. Click into the frame to take over.

The quote and proposal drafter is running in this frame. Holcombe Mechanical is fictional, and every number in the sample is invented and labeled as such. Open it full screen

The founder of Ermetis spent the past decade inside companies like the one in these samples.

The company here is invented. How its workflows run is drawn from the middle-market and private-equity-backed manufacturers he worked in before starting Ermetis. More about the founder.

The guided tour

Watch the week in order.

The tour follows one bid request through the whole set: the draft, the approval, the customer reply, the question the memory does not cover, the matched invoice, and the Monday brief that reports it all.

  1. 1 · Tuesday 12:02

    The request arrives.

  2. 2 · Tuesday 12:29

    The draft cites every number.

  3. 3 · Tuesday 1:42

    Doug reviews and approves.

  4. 4 · Wednesday 8:14

    The service desk answers the customer.

  5. 5 · Wednesday 2:20

    The answer desk answers one question and routes the other.

  6. 6 · Four weeks later

    The invoice matches its job.

  7. 7 · Monday 7:00

    The brief reports the week.

Open the tour

The full set

The five working samples each do a different job.

None of these depends on unusual technology. Each is ordinary software pointed at knowledge that has been written down properly, with a person making the decision at the end.

It prices a rooftop retrofit, cites where every number came from, and hands the draft to an estimator to approve.

It drafts replies to customer email from the service agreements and the equipment history, and a person sends them.

It answers questions from the field, and when the memory does not cover a question, it says so and routes it to the person who would know.

It matches vendor invoices against purchase orders and receiving notes, and anything that does not line up goes to a person.

It reports the week every Monday morning, with each number linked to the record behind it.

The memory holds the pricing rules, the agreements, the purchase orders and the reporting definitions, written down, approved, and cited in every answer. Everything in it stays connected: the vendor quote the drafter prices from is the same record the paperwork line checks the invoice against four weeks later. It has a sample of its own, and there is also a sample where a person uses it directly, with nothing drafted or priced by software.

The written samples

Two more samples are written documents.

The assessment is what comes back after the thirty-minute call, and it stays short. The diagnosis is the paid work: it measures what the problem is costing and works out which tasks should move where.

The free assessment

It makes the case for starting with quoting, across seven sheets, and its value calculator leaves both inputs for the reader to set.

The diagnosis

It measures the margin gap, prices it, and allocates fifteen tasks one at a time, across fourteen sheets and seven exhibits.

The free assessment Seven sheets The diagnosis Fourteen sheets, seven exhibits

The second company

Seven more samples run on a consulting firm.

Whitlow Ferris Partners is a made-up management consulting firm working for private-equity portfolio companies. Its method and positions have been written down and approved, and the same kind of software runs on them. What Ermetis builds for a consulting firm is a page of its own.

A sponsor asks for a proposal. The drafter builds it from the scoping rules, the rate card, and the comparable past engagements, and a partner reviews it and adds the week the scope missed.

It builds the readout skeleton from the playbook module and the engagement's own data extracts, with the source on every slide.

A new consultant asks how the firm does something and gets the answer with the module cited. When the firm has no position, the desk says so and routes the question once.

It drafts a LinkedIn piece from the pattern across four closed engagements and names none of them, and a partner approves it.

Utilization, pipeline, realization, unbilled work, receivables, and the bench, every number linked to its record, with the exceptions flagged to an owner.

After an engagement closes, the lessons are matched to the playbook module, the scoping rule, and the case example they bear on, and the owner decides each change.

A partner asks the memory four questions from her phone before a sponsor call and gets four cited answers. A fifth question gets an honest refusal. No software drafts anything.

The firm's memory has a sample of its own, the tour follows one week through the whole set, and the two written samples for this firm are the free assessment and the diagnosis.

The free assessment does the same thing against your own work.

It starts with a thirty-minute call on one process that is costing you something, and the written assessment comes back within two business days.

Start with the free assessment